Senior Private Markets Product Specialist

Job Description

To strengthen our growing private markets franchise, we are looking for a Swiss based (Senior) Private Markets Product Specialist. 

 We are searching for a candidate who shares our enthusiasm for delivering a first-class client experience through an engaging and proactive relationship approach. This is an excellent opportunity to join a growing, seasoned and entrepreneurial global team with strong personal and professional development opportunities.

Tasks and Responsibilities

• Accountable for driving a strategic and hands-on distribution effort across our private markets solutions, focusing on EFG’s in-house private markets program and product suite of perpetual/evergreen funds
• Strategic partner to Client Relationship Officers (CROs), Investment Counsellors (ICs) and their clients to increase overall allocations to the asset class
• Responsible for impactful and tailor-made marketing content for in-person and written presentations, both internally and for our global client base
• Foster the ongoing development of our private markets franchise by identifying client demands and trends to shape our future product offering
• Design educational initiatives to drive asset class-specific learning excellence and impact across various stakeholder groups within EFG

Requirements and Qualifications

• 5+ years working experience in distribution and/or sales within the private markets (including real estate) industry, preferably focused on private wealth clients
• For senior-level role: 10+ years of relevant working experience required
• Ambitious and self-motivation personality with the ability to work in a target driven high-performance culture while maintaining “down-to-earth” attitude 
• Entrepreneurial mindset with an enthusiastic, flexible and hands-on approach
• Excellent communication, presentation and interpersonal skills, with proficiency in English and Italien (German beneficial)
• Master’s degree in Finance or similar and further professional qualifications (CFA, CAIA, etc.)
• Advanced proficiency in PowerPoint and Excel, with the ability to create impactful client-facing marketing material

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.

Please ensure to attach a cover letter to your CV when filling the application.

Application

Should you wish to apply for this position use this link to apply.